PAN-Tribal Global Equity Fund takes the award!

PAN-Tribal Global Equity Fund takes the award!

We’re delighted to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select finalists and the winner in each category:

  1. As an initial screen, fund managers need to be rated ‘recommended’ or higher by Lonsec in their category. From this universe, Lonsec used two equally weighted components to select the finalists and winners in each category.
  2.  The first component is the one-year excess return for representative funds for calendar year 2017, based on wholesale products.
  3. The highest scoring fund manager, from the aggregate of these two equally weighted components, will be declared the winner in each category. The second component is a qualitative analyst ‘momentum’ score, determined by the Lonsec research team for managers in each category. It includes factors such as process enhancements, team stability and depth and risk management.


“We undertook significant due diligence before appointing Davis Advisors to manage the PAN-Tribal Global Equity Fund; that Lonsec’s due diligence has twice shortlisted the fund for this award supports our belief in the Davis  Discipline,” said PAN-Tribal Asset Management CEO Colin Woods.

“It’s a great result for the advisers and investors who have put their faith in a new product and invested in the PAN-Tribal Global Equity Fund.”

To read Money Management’s overview of the award-winning PAN-Tribal Global Equity Fund, click here.

Fund Manager of the Year awards do not constitute investment advice offered by FE Money Management or Lonsec and should not be used as the sole basis for making any investment decision. All rights reserved.


The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.


Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.


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